Altimeter Capital Management Q4 2021 holdings

$3.68 Billion is the total value of Altimeter Capital Management's 20 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 64.5% .

 Value Shares↓ Weighting
SNOW SellSNOWFLAKE INCcl a$5,759,358
-9.5%
17,001,796
-19.2%
54.76%
+7.4%
FB SellMETA PLATFORMS INCcl a$790,423
-38.0%
2,350,000
-37.4%
7.52%
-26.3%
MSFT  MICROSOFT CORP$592,978
+19.3%
1,763,1350.0%5.64%
+41.6%
AGC BuyGRAB HOLDINGS LIMITEDclass a ord$534,882
+524294.1%
75,018,565
+750085.6%
5.09%
+508500.0%
UBER SellUBER TECHNOLOGIES INC$482,195
-56.1%
11,500,000
-53.1%
4.58%
-47.9%
U  UNITY SOFTWARE INC$300,018
+13.3%
2,098,1750.0%2.85%
+34.4%
RBLX  ROBLOX CORPcl a$294,006
+36.5%
2,850,0000.0%2.80%
+62.1%
SE BuySEA LTDsponsored ads$279,638
+192.5%
1,250,000
+316.7%
2.66%
+247.1%
SHOP  SHOPIFY INCcl a$275,478
+1.6%
200,0000.0%2.62%
+20.6%
CFLT BuyCONFLUENT INC$224,908
+118.6%
2,950,000
+71.0%
2.14%
+159.6%
OPEN BuyOPENDOOR TECHNOLOGIES INC$200,888
-27.0%
13,750,000
+2.6%
1.91%
-13.3%
CRWD  CROWDSTRIKE HLDS INCcl a$198,608
-16.7%
970,0000.0%1.89%
-1.1%
MDB NewMONGODB INCcl a$132,338250,000
+100.0%
1.26%
PATH BuyUIPATH INCcl a$129,597
-18.0%
3,004,806
+0.0%
1.23%
-2.7%
OKTA  OKTA INCcl a$117,689
-5.5%
525,0000.0%1.12%
+12.1%
NewGITLAB INC$83,625350,000
+100.0%
0.80%
NewSAMSARA INC$22,488800,000
+100.0%
0.21%
NewHASHICORP INC$20,484225,000
+100.0%
0.20%
 TOAST INCcl a$17,355
-30.5%
500,0000.0%0.16%
-17.5%
NewBRAZE INC$15,432200,000
+100.0%
0.15%
PDD SellPINDUODUO INCsponsored ads$11,660
-77.5%
200,000
-65.0%
0.11%
-73.3%
ME Sell23ANDME HOLDING CO$9,400
-61.9%
1,652,021
-39.3%
0.09%
-54.8%
 CAZOO GROUP LTD$9,045
-22.4%
1,500,0000.0%0.09%
-7.5%
AGCWW NewGRAB HOLDINGS LIMITEDw exp 12/1/202$7,3893,502,000
+100.0%
0.07%
NewCVENT HOLDING CORP$6,536800,000
+100.0%
0.06%
ExitCCC INTELLIGENT SOLUTIONS HOLDINGS INC$0-325,000
-100.0%
-0.03%
ExitMONEYLION INCcl a$0-1,000,000
-100.0%
-0.05%
ExitDUOLINGO INC$0-125,000
-100.0%
-0.17%
BKNG ExitBOOKING HLDGS INC$0-10,702
-100.0%
-0.20%
ExitMONDAY COM LTD$0-100,000
-100.0%
-0.26%
XM ExitQUALTRICS INTL INC$0-1,000,000
-100.0%
-0.34%
BMBL ExitBUMBLE INC$0-1,050,000
-100.0%
-0.42%
CPNG ExitCOUPANG INCcl a$0-2,642,857
-100.0%
-0.59%
AMZN ExitAMAZON COM INC$0-25,045
-100.0%
-0.66%
FTCH ExitFARFETCH LTDord sh cl a$0-3,779,409
-100.0%
-1.14%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-1,152,000
-100.0%
-1.37%
ZM ExitZOOM VIDEO COMMUNICATIONS INcl a$0-950,000
-100.0%
-1.99%
PTON ExitPELOTON INTERACTIVE INC$0-5,650,000
-100.0%
-3.94%
Signed by
  • Mara Davis — CCO

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